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Business Profile

Financial Planning Consultants

Prestige Wealth Management Group
BBB Accredited BusinessA+Rated by BBB
Visit Website(908) 782-0001Write a Review

About

Overview

Prestige Wealth Management Group

31 State Route 12

Flemington, NJ 08822-7704

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Find a Location

Prestige Wealth Management Group has 2 locations, listed below.

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    BBB Accreditation & Rating

    Prestige Wealth Management Group is BBB Accredited.

    This business has committed to upholding the BBB Standards for Trust.

    Why choose a BBB Accredited Business?

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    About This Business

    Financial Specialists Under One Roof.  Financial Planning, Investment Management, Insurance, Tax, Accounting, and Estate Planning specialists working in tandem.

    BBB Accredited Since: 11/27/2018

    Years in Business: 31

    Products and Services

    401(k) Planning, Asset Protection, Benefit Review, Business Succession Planning, Charitable Giving Planning, Disability Protection, Estate Planning, Financial Planning, Insurance Planning, Investment Management, Major Purchase Analysis, Pension Plan Analysis, Retirement Income Planning, Retirement Planning, Risk Management, Stock Options Planning, Tax Planning, Wealth Planning

    Business Details

    Local BBB:
    BBB Serving New Jersey
    BBB File Opened:
    12/4/1998
    Business Started:
    1/31/1995
    Business Incorporated:
    1/31/1995
    Type of Entity:
    Limited Liability Company (LLC)
    Business Management:
    Mr. Roy Williams, CEO

    Additional Contact Information

    Principal Contacts
    Mr. Roy Williams, CEO
    Customer Contacts
    Mr. Roy Williams, CEO
    Fax numbers
    Other Fax: (908) 450-1495
    Additional Phone Numbers
    Other Phone: (908) 782-1422
    Additional Email Addresses
    Sales: Email this Business
    Technical Support: Email this Business
    Customer Service: Email this Business
    Social Media

    Licensing information

    This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

    BBB records show a license number of 127381 for this business, issued by Securities & Exchange Commission (SEC)

    Securities & Exchange Commission (SEC)

    202-2727440Website

    BBB records show a license number of 1161149 for this business, issued by Financial Industry Regulatory Authority (FINRA)

    Financial Industry Regulatory Authority (FINRA)

    1735 K St

    Washington DC 20006

    301-5906500Website

    Additional Information

    Payment methods
    Check, credit card
    Business Categories
    Financial Planning Consultants, Tax Return Preparation, Accounting, Wealth Management

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